Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joey? Claim Your ProfileJoey Valenzuela III is a financial advisor with Wells Fargo Clearing Services, LLC. Joey has been in the financial services industry since 2003. Joey is registered with the state of Arizona. Joey has experience with a variety of financial products and services, including securities, investment advisory, and insurance. Joey has a history of working with both individuals and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/30/2022 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
10/01/2012 - 10/01/2022
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
AZ
10/26/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
AZ
02/28/2011 - 10/26/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (TUCSON AZ)
AZ
01/03/2011 - 02/09/2011
WELLS FARGO ADVISORS, LLC (TUCSON AZ)
AZ
07/29/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TUCSON AZ)
AZ
01/24/2008 - 08/02/2010
WELLS FARGO ADVISORS, LLC (GREEN VALLEY AZ)
AZ
11/17/2003 - 01/22/2008
AMERICAN FAMILY SECURITIES, LLC (TUCSON AZ)
BOTH
Issued 07/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joey Valenzuela is the right advisor for you? Invested Better is here to help.
